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Last Updated January 2024
1. Acceptance of Terms:
Users must accept these terms and conditions to access and use our services.
2. Services Description:
We provide personalized wealth management services to individuals and families.
3. User Responsibilities:
Users are responsible for providing accurate information and complying with applicable laws. Misuse of services may result in termination.
4. Payments and Fees:
Details of payment terms, fees, and any financial considerations are outlined in individual service agreements.
5. Termination of Services:
We reserve the right to terminate services for violations of terms or other reasons deemed necessary.
6. Intellectual Property:
All intellectual property, including trademarks and content, belongs to Wealth Enrichment Advisors. Users agree not to reproduce or distribute without permission.
7. Limitation of Liability:
While we strive for accuracy and quality, we are not liable for damages arising from service use. Users accept the services “as is.”
8. Governing Law:
These terms are governed by the laws of California in the United States of America. Users agree to resolve any disputes in the state or federal courts located within the jurisdiction of Los Angeles, CA.
9. Changes to Terms and Conditions:
Terms and conditions may be updated, and users will be notified. Continued use implies acceptance of the updated terms.
10. Contact Information:
For inquiries or concerns related to terms and conditions, please contact
legal@wealthenrichmentadvisors.com
Extended Version
ACCEPTING THE TERMS
By using the information, tools, features and functionality located on WealthEnrichmentAdvisors.com and its sub-domains (together the “Service” or “WealthEnrichmentAdvisors.com”), you are agreeing to be bound by the following terms and conditions (“Terms of Service”). If you wish to become a member and make use of the Service, you must read this Agreement and indicate your acceptance during the Registration process.
You may not use the Service and you may not accept this Agreement if you are not of a legal age in your country of residence to form a binding contract with Wealth Enrichment Advisors.
Violation of any of the terms below will result in the termination of your Account.
DESCRIPTION OF THE SERVICE
The Service is a personal finance information management service that allows Members to consolidate and track their financial information on WealthEnrichmentAdvisors.com. Based on such information, the Service may also present information relating to third party products or services. The Service is provided to you by Wealth Enrichment Advisors as an aid to assist you in organizing and managing your finances. It is not intended to provide tax advice.
PRIVACY AND YOUR PERSONAL INFORMATION
Wealth Enrichment Advisors will not sell, exchange, or release any of your information or financial information to a third party without your express permission or as required by law or court or governmental order. For information about Wealth Enrichment Advisor’s data protection practices, please read Wealth Enrichment Advisor’s Privacy and Security Policy, which is hereby incorporated into this Agreement. The policy may be updated from time to time at our discretion. Changes will be effective upon posting to the site.
Your Registration
Your account must be registered by a human. Accounts automatically registered by “bots” or other methods are not permitted. Additionally, you must be 18 years of age or older to register for Wealth Enrichment Advisors.
You agree and understand that you are responsible for maintaining the confidentiality of your password which, together with your e-mail address and login ID allows you to access the Service. By providing us with your e-mail address, you agree to receive all required notices electronically, to that e-mail address. It is your responsibility to update or change that address, as appropriate. Notices will be provided in HTML (or, if your system does not support HTML, in plain text) in the text of the e-mail or through a link to the appropriate page on our site, accessible through any standard, commercially available internet browser.
If you become aware of any unauthorized use of your Registration Information, you agree to notify Wealth Enrichment Advisors immediately.
YOUR USE OF THE SERVICE
Your access and use of WealthEnrichmentAdvisors.com may be interrupted from time to time for any of several reasons, including, without limitation, the malfunction of equipment, periodic updating, maintenance or repair of WealthEnrichmentAdvisors.com or other actions that Wealth Enrichment Advisors, in its sole discretion, may elect to take.
ONLINE ALERTS AND DISCLAIMER
Wealth Enrichment Advisors may from time to time provide automatic alerts and voluntary account-related alerts. Automatic alerts may be sent to you following certain changes made online to your Wealth Enrichment Advisors account, such as a change in your Registration Information.
Voluntary account alerts may be turned on by default as part of the Service. They may then be customized, deactivated or reactivated by you. However, core account alerts (such as subscription plan changes and password resets) are not able to be deactivated.
You understand and agree that any alerts provided to you through the Service may be delayed or prevented by a variety of factors. Wealth Enrichment Advisors does its best to provide alerts in a timely manner with accurate information. However, we neither guarantee the delivery nor the accuracy of the content of any alert. You also agree that Wealth Enrichment Advisors shall not be liable for any delays, failure to deliver, or misdirected delivery of any alert; for any errors in the content of an alert; or for any actions taken or not taken by you or any third party in reliance on an alert.
RIGHTS YOU GRANT TO US
By submitting information, data, passwords, usernames, log-in information and other content to Wealth Enrichment Advisors through the Service, you are licensing that content to Wealth Enrichment Advisors solely for the purpose of providing the Service. Wealth Enrichment Advisors may use and store the content, but only to provide the Service to you. By submitting this content to Wealth Enrichment Advisors, you represent that you are entitled to submit it to Wealth Enrichment Advisors for use for this purpose, without any obligation by Wealth Enrichment Advisors to pay any fees or other limitations.
WEALTH ENRICHMENT ADVISORS’S INTELLECTUAL PROPERTY RIGHTS
The contents of WealthEnrichmentAdvisors.com, including its “look and feel” (e.g., text, graphics, images, logos and button icons), photographs, editorial content, notices, software (including html-based computer programs) and other material are protected under both Canada and other applicable copyright, trademark and other laws. Any distribution, reprint or electronic reproduction of any content from WealthEnrichmentAdvisors.com in whole or in part for any other purpose is expressly prohibited without our prior written consent.
ACCESS AND INTERFERENCE
You warrant that you will not access or use the Service in any unlawful manner, for any unlawful purpose or in violation of these terms and conditions or applicable laws, rules and regulations. You agree that you will be responsible for all usage of the Service through your account.
You agree that you will not:
POSTING FEEDBACK
As part of the Service, Wealth Enrichment Advisors allows Members to post feedback. By doing so, you agree in posting content to follow certain rules.
You are responsible for all content you submit to WealthEnrichmentAdvisors.com.
By submitting content to us, you represent that you have all necessary rights and hereby grant us a perpetual, worldwide, non-exclusive, royalty-free, sublicensable and transferable license to use, reproduce, distribute, prepare derivative works of, modify, display, and perform all or any portion of the content in connection with WealthEnrichmentAdvisors.com and our business, including without limitation for promoting and redistributing part or all of the site (and derivative works thereof) in any media formats and through any media channels.
DISCLAIMER OF REPRESENTATIONS AND WARRANTIES
WEALTH ENRICHMENT ADVISORS PROVIDES THE SERVICE ON AN “AS IS” AND “AS AVAILABLE” BASIS AND GRANTS NO WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW THE COMPANY SPECIFICALLY DISCLAIMS ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT.
NOT A BROKER OR TAX ADVISOR
NEITHER WEALTH ENRICHMENT ADVISORS NOR THE SERVICE IS INTENDED TO PROVIDE TAX ADVICE. WEALTH ENRICHMENT ADVISORS IS NOT A BROKER OR TAX ADVISOR. The Service is intended only to assist you in your financial organization and decision-making and is broad in scope. Your personal financial situation is unique, and any information and advice obtained through the Service may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your accountant or other financial advisers who are fully aware of your individual circumstances.
LIMITATIONS ON WEALTH ENRICHMENT ADVISORS’S LIABILITY
WEALTH ENRICHMENT ADVISORS SHALL IN NO EVENT BE RESPONSIBLE OR LIABLE TO YOU OR TO ANY THIRD PARTY, WHETHER IN CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE) OR OTHERWISE, FOR ANY INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, EXEMPLARY, LIQUIDATED OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFIT, REVENUE OR BUSINESS, ARISING IN WHOLE OR IN PART FROM YOUR ACCESS TO WEALTHENRICHMENTADVISORS.COM, YOUR USE OF THE SERVICE OR THIS AGREEMENT, EVEN IF WEALTH ENRICHMENT ADVISORS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
YOUR INDEMNIFICATION OF WEALTH ENRICHMENT ADVISORS
You agree to defend, indemnify and hold harmless Wealth Enrichment Advisors, its officers, directors, employees and agents, from and against any and all claims, damages, obligations, losses, liabilities, costs or debt, demands, and expenses (including but not limited to attorneys’ fees) arising from: (i) your use of and access to the Service or any Content that you post thereon; (ii) your violation of any term of this Agreement or your representations and warranties set forth above; or (iii) your violation of any third party right, including without limitation any copyright, property, or privacy right
ENDING YOUR RELATIONSHIP WITH WEALTH ENRICHMENT ADVISORS
This Agreement will continue to apply until terminated by either you or Wealth Enrichment Advisors as set out below. If you want to terminate your legal agreement with Wealth Enrichment Advisors, you may do so by closing your account for the Service.
Please visit our connect with us page to contact us.
MODIFICATIONS AND MISCELLANEOUS
Wealth Enrichment Advisors may modify this Agreement from time to time. All changes to this Agreement will be posted on the Wealth Enrichment Advisors.com site. In addition, the Agreement will always indicate the date it was last revised. You are deemed to accept and agree to be bound by any changes to the Agreement when you use the Service after those changes are posted.
All covenants, agreements, representations and warranties made in this Agreement shall survive your acceptance of this Agreement and the termination of this Agreement.
This Agreement represents the entire understanding and agreement between you and Wealth Enrichment Advisors regarding the subject matter of the same and supersedes all other previous agreements.
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